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New Member
posted Jun 3, 2019 1:16:08 PM

My state return is being audited. You called and I answered but there was a beeping noise, then a dead call.

The reason for audit is they need additional info to solve the issue.  They are asking for all forms W-2,1099, Schedule K-1, Schedule 3K-1, PWH and 2G forms IF RELATED TO WITHOLDING AMOUNT CLAIMED ON MY RETURN.

0 8 1899
1 Best answer
New Member
Jun 3, 2019 1:16:12 PM

Respond by sending them any forms that show tax withheld.  The tax withheld on these forms should match the line on your state return for tax already paid or tax withheld.  The state or the IRS sometimes does not receive the copies of all these forms that they are supposed to get, but they can't tell which one they're missing until you send them your copies.

8 Replies
Alumni
Jun 3, 2019 1:16:10 PM

So send them what they are asking for....look at your forms that were used to prepare the return and send them any that show federal withholding on them.

New Member
Jun 3, 2019 1:16:11 PM

Thanks

New Member
Jun 3, 2019 1:16:12 PM

Respond by sending them any forms that show tax withheld.  The tax withheld on these forms should match the line on your state return for tax already paid or tax withheld.  The state or the IRS sometimes does not receive the copies of all these forms that they are supposed to get, but they can't tell which one they're missing until you send them your copies.

New Member
Jun 3, 2019 1:16:14 PM

I did not realize the state would not have received the 1099R that the amount they are questioning .  I can’t believe it was that simple.

New Member
Jun 3, 2019 1:16:15 PM

It usually is just that simple.  Either the form they received was garbled or torn or, if transmitted electronically somehow went astray and or was not readable when received.

New Member
Jun 3, 2019 1:16:16 PM

The withholding amount the state was questioning was the exact amount of the state tax that was witheld on my 1099R and I claimed on my tax return.

New Member
Jun 3, 2019 1:16:17 PM

Then they just need to see your form and you don't need to worry about it.

Alumni
Jun 3, 2019 1:16:19 PM

happens with California quite often.